Worried that your financial strategy is missing something?

We are here to help you feel confident in your financial future.

The Simplified Retirement Planning Process

At Peak Retirement Planning, we believe the path to your retirement summit should be free of unnecessary complications and stumbling blocks. Our Simplified Retirement Planning Process will give you clear direction and confidence as you pursue your ultimate destination.

Group 2

Discovery Session

  • Get to Know You
  • Get to Know Us
  • Identify Areas of Potential Weakness
  • Are We a Good Fit to Work Together?
Group 4

Strategy Session

Analyze Gaps Below and Discuss What it Looks Like to Work With Us

  • Tax Planning
  • Investment Planning
  • Income Planning
  • Healthcare Planning
  • Estate Planning
  • Income analysis

Decide YES/NO to Engage Our Team

Group 6

Implementation Session

Let's Get Started!

  • Build Out Your Custom 5 Pillars
  • Finalize Decisions Together
  • Complete the Onboarding Process
  • Delivery Session
Group 8

Planning Session

Ongoing Relationship

  • Meet at Least Once a Year
    • Tax Planning Report
    • Further Education
    • Adjust Plan for Changes
  • Available at Any Time for Questions/Concerns
  • Value Adds 
  • Client Events

The Retirement Mountain

Reaching the summit is only the midway point of your journey.

At Peak Retirement Planning, we specialize in helping you get down the mountain to live the retirement you dream of. Here’s a helpful way to think about this process:

Peak Retirement_Mountain Graphic_MS_9.8.23
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